The AEX is trading 0.1% lower at 12.30 pm with a score of 643.2 points. The Midkap index on the Damrak, where the Polish locker company InPost is looking for a listing, goes up 0.4% to 971.3 points.
London, like the stock exchange in Frankfurt, is losing slightly, Frankfurt is just about to make a profit.
Trade shows in New York are heading for a flat to light red opening at 3:30 p.m. Wall Street showed small pluses on Tuesday evening. The hope for additional corona support in the US provided support.
Frank Bonsee, trader at ABN Amro, states that between all figures investors today are keeping an eye on the start of the quarterly figures season in the US with the US major banks giving openness on Friday. Except for Morgan Stanley, they were bought on Wall Street on Tuesday evening to a 2% profit. Bonsee points to the interest rate development as the cause.
Investors are also keeping an eye on the developments surrounding the spread of the highly contagious British variant of the corona virus. In the Netherlands, the lockdown was extended by three weeks until February 9, as expected.
“The spread of the virus, in the UK but also in Germany, has become a greater risk. The trough from which we are climbing as an economy has turned out to be deeper than expected in recent weeks, ”concludes strategist Corné van Zeijl of Actiam Asset Management.
Added to this is the unrest in Italy, where a recovery plan by Prime Minister Giuseppe Conte is leading to a political crisis. The spreads between the compensation for Italian bonds and the German bund considered safe are widening.
Van Zeijl: “Nevertheless, there is so much enthusiasm among investors in the market. The most traded stock on the NYSE index is NIO (young producer of electric cars, ed.). Those kinds of signals say that the madness on the stock markets has nevertheless struck. ”
Dive into the AEX Just Eat Takeaway 4.3%. The meal delivery company saw the number of orders rise sharply in the past quarter to 179.8 million as a result of the tightened lockdowns. However, more was expected for the operating result from analysts from Degroof Petercam and ING.
The message that it prioritizes large investments in expansion and its own delivery network over profitability gave pressure to sell. It also confirmed that it would keep its stock exchange listing in the Netherlands, which would initially disappear.
Banks are also under pressure with losses of 1.7% and 1.6% respectively ING and ABN.
Biotech Fund Galapagos has to give up 2% after the nice revival on Tuesday.
ASMI, that Paul Verhagen from Midkapper Fugro (-3.3%) if CFO gets, 1.5% gets lost. According to ING, the departure of Verhagen is a loss.
Shell rose another 0.7% supported by the rally in oil prices. Bernstein sees that the group will profit from the rising prices in the near future. The oil and gas concern will cut 900 jobs in the Netherlands as part of the previously announced major reorganization.
Ahold Delhaize will gain 2.1% due to a possible consolidation in the sector. According to Bloomberg news agency, Canadian retail group Couche-Tard, owner of the Circle K chain, is considering acquiring French supermarket group Carrefour that boomed at the start of the trade.
Telecom concern KPN increases 0.7%. Sector colleague Telefónica sells its network component Telxius to American Tower for € 7.7 billion.
Chip machine manufacturer ASML is up 0.3%. Investment bank UBS screwed up the price target for upwards, from € 395 to € 430, with currently a ‘neutral’ advice. Last week UBS already gave its advice due to the increase in the number of planned EUV systems, with which chips are built up in layers in extreme ultraviolet light.
Included with the medium-sized funds Signify on the rise with a profit of 3.2%. Degroof Petercam increased his advice for the lighting company by € 4 with a keep advice. The company will pay off debts and also pay an extra dividend, now that it is clear that the contraction in 2020 was slightly less than feared.
SBM Offshore (+ 2.9%) leads the list of winners, building on the ever-improving oil market. PostNL goes 2.2% higher after a target increase of ING.
Air France KLM in the rear with a decline of 2.2%.
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